Our history
We have built our investment approach from a unique perspective
Acquisition of Gaspal Gestion
<p>Trusteam acquires Gaspal Gestion, exeeding the €1 billion in assets under management and expanding our financial expertise.</p>
2023
Trusteam launches its Sprint Net Zero and its first systematic fund
<p>Initiation of our collaborative engagement initiative, Sprint Net Zero, in the fight against climate change.</p><p>Launch of our new fund, TF Global Client Focus, with a systematic investment process, totally linked to customer satisfaction</p>
2022
1st Trusteam / Obsoco barometer on the perception of corporate engagement
<p>Trusteam Obligation Court Terme gets the Label ISR: 97% of fund assets are SRI certified by the end of the year. <br />Fossil fuel phase-out for the entire company (funds and mandates, including wealth management)<br />Structuring of sustainable policies (SFDR), Trusteam joins IIGCC<br />Partnerships with Potloc and happydemics<br />New Wealth Mana</p>
2021
Signatory of the Carbon Disclosure Project
<p>Partnership with CDP on Fixed Income, Bloom and Dynata regarding Customer Data</p>
2020
<p>Partnership with B3TSI (B2B studies), Impact Management Project and Your Public Value (NGO) </p>
2019
Publication of our 2nd book: Customer Satisfaction and SRI
<p>Trusteam Optimum and Trusteam Roc Flex become SRI certified : 100% of the commercialised product range is SRI certified <br />Partnerships with Toluna and Synomia on customer data</p>
2018
<p>Trusteam joins Climate Action 100+</p><p>Trusteam creates with Ipsos and L’académie du Service the “Excellence Client” Award</p>
2017
<p>Trusteam ROC and ROC Europe become get the French <em>Label ISR</em><br />Creation of a dedicated Customer Satisfaction Research Office</p>
2016
<p>Trusteam ROC and ROC Europe receive the SRI Novethic Label</p>
2015
<p>Acquisition of Alcyone Finance, signatory of the Principles of Responsible Investment (PRI)</p>
2014
<p>Acquisition of Monte Paschi Invest, privileged partnership with Banque Monte Paschi<br />Exclusive partnership with IPSOS for creating the first European Customer Satisfaction Barometer</p>
2012
<p>Launch of Trusteam ROC, the first international equity fund to follow our ROC (Return on Customer) process, a unique and strong investment methodology designed to identify leaders in Customer Satisfaction.</p>
2010
<p>Discovering of Claes Fornell’s academic works in Harvard Business Review, the catalyst for our work on Customer Satisfaction.</p>
2006
<p>Creation of Trusteam Finance, with the mission of giving a purpose to savings, by taking a different look on finance</p>
2000
